Financial Perspectives’s RingCentral RNG Stock Holding History

Financial Perspectives’s Portfolio RNG Stock Details RNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$376	Hold	5	–	–	﹤0.01%	701
2026 Q2	$196	Hold	5	–	–	﹤0.01%	711
2026 Q1	$186	Hold	5	–	–	﹤0.01%	697
2025 Q4	$144	Hold	5	–	–	﹤0.01%	696
2025 Q3	$142	Hold	5	–	–	﹤0.01%	702
2025 Q2	$142	Buy	+5	New	+$129	﹤0.01%	700
2025 Q1	–	Sell	-5	Closed	-$156	–	703
2024 Q4	$175	Hold	5	–	–	﹤0.01%	699
2024 Q3	$158	Hold	5	–	–	﹤0.01%	663
2024 Q2	$141	Sell	5 -38	-88%	-$1.22K	﹤0.01%	660
2024 Q1	$1.49K	Sell	43 -96	-69%	-$3.23K	﹤0.01%	590
2023 Q4	$4.72K	Hold	139	–	–	﹤0.01%	531
2023 Q3	$4.12K	Hold	139	–	–	﹤0.01%	529
2023 Q2	$4.55K	Hold	139	–	–	﹤0.01%	524
2023 Q1	$4.26K	Hold	139	–	–	﹤0.01%	522
2022 Q4	$4.92K	Sell	139 -14	-9%	-$501	﹤0.01%	516
2022 Q3	$6.11K	Hold	153	–	–	﹤0.01%	487
2022 Q2	$8K	Hold	153	–	–	﹤0.01%	465
2022 Q1	$17.9K	Buy	153 +14	+10%	+$2.06K	0.01%	389
2021 Q4	$26K	Sell	139 -48	-26%	-$10.7K	0.01%	323
2021 Q3	$40.7K	Hold	187	–	–	0.02%	259
2021 Q2	$54.3K	Hold	187	–	–	0.03%	250
2021 Q1	$55.7K	Hold	187	–	–	0.03%	235
2020 Q4	$70.9K	Hold	187	–	–	0.04%	190
2020 Q3	$51.4K	Buy	187 +128	+217%	+$35.6K	0.03%	199
2020 Q2	$16.8K	Hold	59	–	–	0.01%	303
2020 Q1	$12.5K	Buy	+59	New	+$12.2K	0.01%	298

Other funds holding RNG

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Quartz Partners Saratoga Springs, New York $330M AUM 17.57% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Heritage Investors Management Corp Bethesda, Maryland $3.52B AUM 30.22% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Financial Perspectives's RNG Position: Q3 2026 in Review

Financial Perspectives held its RingCentral (RNG) position steady in Q3 2026 at 5 shares worth $376. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Financial Perspectives first reported a position in RNG in Q1 2020 and has held it in 26 quarters since. The position peaked at $70.9K in Q4 2020. 154 funds tracked by Wall St. Rank hold RNG as of Q3 2026.

Financial Perspectives held 5 shares of RingCentral worth $376 as of Q3 2026.
Financial Perspectives left its RingCentral share count unchanged in Q3 2026.
RingCentral made up ﹤0.01% of Financial Perspectives's portfolio in Q3 2026, its #701 holding.
Financial Perspectives first reported a position in RingCentral in Q1 2020 and has held it in 26 quarters since.
Financial Perspectives's RingCentral position peaked at $70.9K in Q4 2020.
154 funds tracked by Wall St. Rank held RingCentral as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.